Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
2024
Q4
$536K Sell
2024
Q3
$3.43M Sell
2024
Q2
$5.44M Buy
2024
Q1
$3.63M Buy
2023
Q4
$1.37M Buy
2023
Q3
$378K Buy